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Pineridge Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Pineridge Advisors’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$12.6K Buy
141
+1
+0.7% +$87 ﹤0.01% 189
2025
Q2 		$12.4K Sell
140
-322
-70% -$28.1K ﹤0.01% 201
2025
Q1 		$42K Buy
462
+44
+11% +$3.92K 0.02% 116
2024
Q4 		$36.5K Sell
418
-1,244
-75% -$114K 0.01% 162
2024
Q3 		$163K Buy
1,662
+283
+21% +$27.3K 0.06% 69
2024
Q2 		$127K Sell
1,379
-3,798
-73% -$346K 0.04% 84
2024
Q1 		$490K Sell
5,177
-139,990
-96% -$13.2M 0.17% 34
2023
Q4 		$14.4M Buy
+145,167
New +$13.1M 4.76% 6

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Pineridge Advisors's TLT Position: Q3 2025 in Review

Pineridge Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 0.71% in Q3 2025, buying an estimated $87 and bringing the position to 141 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Pineridge Advisors first reported a position in TLT in Q4 2023 and has held it in 8 quarters since. The position peaked at $14.4M in Q4 2023. 1,099 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • Pineridge Advisors held 141 shares of iShares 20+ Year Treasury Bond ETF worth $12.6K as of Q3 2025.
  • Pineridge Advisors bought 1 iShares 20+ Year Treasury Bond ETF share in Q3 2025, an estimated $87.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #189 holding.
  • Pineridge Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $14.4M in Q4 2023.
  • 1,099 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.